See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,059 | $100,901-35.5% | $75,670-14.0% | $147,584-55.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 31.16% | 35.78%-4.6pp | 27.34%+3.8pp | 578.55%-547.4pp |
| Employer contribution / active EE | $2,167 | $3,253-33.4% | $2,352-7.9% | $4,876-55.6% |
| Participant deferral / active EE | $3,121 | $4,027-22.5% | $3,142-0.7% | $5,439-42.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |